The MarginLens team combines expertise from top financial institutions, technology companies, and academia — including ex-software engineers, risk quants, and AI researchers.
Katelyn began her career interning at Group One Trading on the CBOE floor in 2016, working alongside some of the most active market makers in listed options. She went on to spend a decade in quant finance and software engineering at two of the largest financial institutions in the world.
At JPMorgan, she worked as a full-stack engineer shipping production backend services at scale and leading an ML project on time series risk data within the Asset Management division. At Bank of America, she was a VP-level quant on the OTC derivatives side — building margin and exposure models, automating initial margin calculations in Python, and co-developing an SA-CCR exposure engine using Monte Carlo simulation.
She subsequently moved into AI engineering before founding MarginLens in late 2025, applying that experience to the margin infrastructure problem she'd seen firsthand across both institutions. MarginLens is built solo across the full stack and currently in private beta.
Katelyn is the founder of Quantify Magazine, a women's STEM publication with 20,000+ readers, and served five years as Co-Head of the Princeton Fintech & Quant Trading Conference. She is an avid equestrian who competed at a national level while working full time at JPMorgan and Bank of America.
MarginLens is advised by experienced executives from finance, technology, and high-growth startups.
Surgeon and serial entrepreneur with two successful exits. As founding CEO of SIA, he led FDA clearance, NIH grant funding, and a $6.3M-capitalized exit to Integra LifeSciences (Nasdaq: IART) in 2022 after kicking off a $15M oversubscribed Series B. Co-founded RapidRona, one of the first home PCR test platforms, acquired by DMH in 2021. Board Director at Field Medical and Board Observer at Tensive Med. Holds 20+ peer-reviewed publications and multiple patents. Forbes 30 Under 30 (2018), Crain's 20 in Their 20s (2019).
Derivatives markets and fintech professional with over a decade of experience across HFT, margin analytics, and exchange operations. Formerly a Trade Operations Engineer at Headlands Technologies and on the Production Operations team at OpenGamma, where he built deep expertise in institutional margin risk modeling. Currently Head of Market Operations at ElectronX, a CFTC-regulated electricity derivatives exchange he helped build from the ground up, where he manages exchange infrastructure and day-to-day market operations.
Data scientist and entrepreneur. Princeton PhD; Marshall, Hertz & NSF fellow. After stints at D.E. Shaw, J.P. Morgan, Bloomberg, and as the first data scientist in residence at Andreessen Horowitz, he founded The Data Incubator — a data science training and placement company whose free PhD fellowship is more selective than Harvard. A regular contributor to HBR, MIT Sloan Management Review, and the WSJ on data, hiring, and math education. Currently CTO at Aerial, a legal-tech startup helping companies manage corporate information at scale.